What if US immigrant labor surge revives potential GDP growth (good)?
Faster work-authorization processing adds prime-age workers, lifting potential GDP and tax receipts without overheating; a non-inflationary growth surprise supports earnings and broadens the equity rally.
The butterfly cascade
How this trigger trickles across markets, left → right — the root shock, its first‑order moves, then the ripple effects. Drag any node; tap a market for its real price history.
Resolution timeline — how this probability is moving
Our model's odds (electric blue) over time vs the market's (Polymarket, amber), from the past toward the 1–3 years horizon. Each dot is a real macro event that nudged the probability — green pushed it up, red pushed it down. Tap a dot for the source. Loading the probability audit trail…
What it would mean
If this plays out, it is a risk-on shock. Faster work-authorization processing adds prime-age workers, lifting potential GDP and tax receipts without overheating; a non-inflationary growth surprise supports earnings and broadens the equity rally. The trigger decomposes into signed root‑shocks — Global growth ▲ · Growth surprise ▲ · Inflation expectations ▼ · Labor surplus ▲ · Risk appetite ▲ — which propagate through our causal graph to the markets below.